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The Simply Retirement Newsletter

Straightforward retirement education for women delivered to your inbox weekly. 🎙️ Host of the Simply Retirement Podcast. Whether you are divorced, widowed, or simply ready to take control of your financial future, your retirement planning needs are special.

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Personalized Solutions for Quality Homecare for Seniors

Hi Reader, Struggling to find the right homecare for yourself or a loved one? Danielle Bonilla is the co-founder of Hallmark Homecare. With a background in education, Danielle pivoted to home care after recognizing the gap in personalized care solutions for seniors. Her passion for enhancing the caregiving process and empowering caregivers has been central to Hallmark Home Care's success. Join Eric Blake and Danielle Bonilla on The Simply Retirement Podcast as they discuss Hallmark Home...

Hi Reader, Are you expecting to face the retirement journey on your own? Carol Marak is an authority on solo aging, offering valuable insights and tools through her website and book, "Solo and Smart." Her personal caregiving experience and subsequent research provide a robust framework for individuals preparing to age independently. Join host Eric Blake and your solo aging guide, Carol Marak, as they tackle the unique challenges of aging without a support network. Discover practical...

Hi Reader, How does care management transform the retirement experience? Discover the intersection of healthcare and retirement planning in the latest episode of the Simply Retirement Podcast. Eric Blake, your trusted guide in women's retirement planning, invites Pamela Farris, the founder of Harmony Care Management, for an illuminating discussion. This episode is packed with insights for retirees, especially women grappling with solo aging, healthcare challenges, or those seeking integrated...

Hi Reader, Are you leaving Social Security benefits on the table? Today on the Simply Retirement Podcast, we delve into what women need to know about maximizing their Social Security benefits, specifically spousal and ex-spousal benefits. We will clarify the eligibility criteria, benefit calculation, timing strategies, and the impact of working on social security benefits. We also emphasize the importance of understanding the rules around social security benefits to maximize your financial...

Hi Reader, When we think of retirement, images of tranquil beach walks, leisurely lunches, and newfound hobbies often fill our daydreams. But what if the reality of retirement doesn't align with the fantasy? Kim Lee, a dedicated Certified Personal Trainer for the past 8 years, is currently operating as an Independent Contractor at the Hidden Gym nestled in Allen, Texas. Alongside her professional pursuits, she cherishes her role as a loving wife and mother to two wonderful grown children. Her...

📢 Webinar Announcement!! May 9th at 12:00 PM CST In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for expenses. It is important to apply the tax code in an organized and efficient way. Learn More Hi Reader, Do you know the difference between a will and a living trust? Worried about protecting your assets after you're gone? Susan Barnett has been an attorney since 1989. She graduated from Baylor Law...

Hi Reader, Confused about senior living choices? Joyce Logan has spent most of her life in Texas but was originally born and raised in Ohio. Her heartfelt compassion for others began at a young age. This was made evident when she earned a BS degree at The Ohio State University and began her career in Social Work. Joyce spent several years in Business Development before Ruby Care became her vision, which was inspired during the time she spent caring for her mother-in-law Ruby and emotional...

Hi Reader, Are you a caregiver (or will be) with concerns about your financial future? As a determined woman ready to positively impact the world, Jeannie Dougherty continues to help people from all walks of life. She is a coveted counselor, certified money coach, mental fitness coach, speaker, and the founder of a Virtual Caregiver Conference that addresses both sides of the equation: caregivers and their families. Both of Jeannie’s parents passed away from Alzheimer’s. She spent 11 years of...

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Hi Reader, Are you prepared for the unexpected? Attorney Christene “Chris” Krupa Downs focuses her practice on wills, trusts, advance directives, estate planning, guardianships, and probate. She has over 12 years of legal experience handling estate planning, probate & guardianship legal matters for clients in Allen, Frisco, McKinney, Plano, and throughout Collin, Dallas, and Denton counties. In addition to her practice, Chris writes and lectures for local and state bar associations and at...

Hi Reader, Have you ever considered the unique aspects of your finances? Barb Provost, founder of Purse Strings, has over 20 years of experience as a financial industry consultant. Recognizing the industry's neglect of women's financial needs, especially after her own divorce and observations of older women in the workforce, she established Purse Strings. Barb's mission is to empower women financially, drawing on her extensive research and her Doctorate in Adult Learning and Higher Education....